INTERVIEWER: Can you give me your name and your title at Schwab?
JON: Sure. My name is Jon Beatty. I'm the Chief Operating Officer of Advisor Services. I oversee Service, Sales, and Relationship Management Business Consulting.
INTERVIEWER: What is your best day at work?
JON: My best day at work is when I get to talk with clients, working closely with advisors, and I make sure that they're part of every day for me.
INTERVIEWER: What is your best day not at work?
JON: When I'm outside having fun. I love playing tennis, golf, walking with my wife. Those are my best days on the weekends.
INTERVIEWER: What questions do you like getting from advisors?
JON: What I like to hear from advisors, from all of you, is where are the opportunities? How can we lean in to support you more? How can we help you with your clients? How can we solve problems? Deliver against opportunities? That's what we enjoy at Schwab.
INTERVIEWER: How do you answer those questions?
JON: Well, I think we certainly want to be good listeners upfront. Get information as to what the opportunity is, what the challenge is, and then take that back and ideate on it, get creative, innovative, and come back with solutions.
INTERVIEWER: What do you love most about the work you're doing now with advisors?
JON: I feel like I've walked at least a short period of time in your shoes and know what it's like to work with individual investors, the thrill of that, the necessity of it, and how it can be very rewarding.
INTERVIEWER: Extrovert or introvert?
JON: Introvert, actually. I like small groups of people. Working one-on-one with advisors, with all of you, it's just really enjoyable. There's a great reward that comes from that. It's more than a financial reward. It's an emotional reward. It stays with you for a very long time.
INTERVIEWER: What would you say to advisors who are new to working with Schwab?
JON: We are so excited to get to know you, to help you, and be a part of your success going forward.